Latest Institutional Transactions on Iqvia Holdings Inc. (IQV)
This table provides information on the latest institutional transactions involving Iqvia Holdings Inc. (IQV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2New |
$422 - $498
|
2
$382
|
|
|
Jul 15, 2024
Q2 2024
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-1.35KClosed |
$284K - $335K
|
0
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
4New |
$845 - $995
|
4
$764
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
605New |
$128K - $151K
|
605
$116K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
129New |
$27.2K - $32.1K
|
129
$24.6K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-298- 12.19% |
$62.9K - $74.2K
|
2.15K
$410K
|
|
|
Jul 10, 2024
Q2 2024
|
Amf Tjanstepension Ab
|
SELL
|
- |
-1.17M- 97.87% |
$247M - $292M
|
25.5K
$4.87M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-28- 0.07% |
$5.91K - $6.97K
|
40.2K
$7.67M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
5New |
$1.06K - $1.24K
|
5
$955
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
100New |
$21.1K - $24.9K
|
100
$19.1K
|
|
| Q1 2024 | |||||||
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-3.99KClosed |
$830K - $1.03M
|
0
$0
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2- 8.33% |
$416 - $518
|
22
$4.2K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-70- 82.35% |
$14.6K - $18.1K
|
15
$2.87K
|
|
|
May 15, 2024
Q1 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
1.5KNew |
$312K - $388K
|
1.5K
$286K
|
|
|
May 15, 2024
Q1 2024
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
1.61KNew |
$336K - $418K
|
1.61K
$308K
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-59- 93.65% |
$12.3K - $15.3K
|
4
$764
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
15+ 2.63% |
$3.12K - $3.89K
|
585
$112K
|
|
|
May 15, 2024
Q1 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
1.24KNew |
$259K - $322K
|
1.24K
$237K
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-12K- 14.78% |
$2.49M - $3.1M
|
69.1K
$13.2M
|
|
|
May 15, 2024
Q1 2024
|
Roberts Capital Advisors, LLC
Denver, CO |
SELL
|
- |
-135- 6.75% |
$28.1K - $35K
|
1.86K
$356K
|
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
1.46KNew |
$303K - $378K
|
1.46K
$278K
|
|
|
May 15, 2024
Q1 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
791New |
$165K - $205K
|
791
$151K
|
|
|
May 15, 2024
Q1 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-331- 0.48% |
$68.9K - $85.8K
|
68.3K
$13.1M
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
40+ 3.42% |
$8.33K - $10.4K
|
1.21K
$231K
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.04K- 29.05% |
$217K - $269K
|
2.54K
$485K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
460+ 33.05% |
$95.8K - $119K
|
1.85K
$354K
|
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
PUT |
-4.5K- 22.84% |
$937K - $1.17M
|
15.2K
$2.9M
|
|
|
May 15, 2024
Q1 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
3.33KNew |
$693K - $863K
|
3.33K
$636K
|
|
|
May 15, 2024
Q1 2024
|
Stanley Druckenmiller
Duquesne Family Office LLC | New York, Ny
|
BUY
|
- |
60.4KNew |
$12.6M - $15.6M
|
60.4K
$11.5M
|
|
|
May 15, 2024
Q1 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-1.25K- 53.0% |
$261K - $325K
|
1.11K
$212K
|
|
|
May 15, 2024
Q1 2024
|
Sandler Capital Management
New York, NY |
BUY
|
- |
15.1KNew |
$3.14M - $3.91M
|
15.1K
$2.88M
|
|
|
May 15, 2024
Q1 2024
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
1.46KNew |
$303K - $378K
|
1.46K
$278K
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-5- 0.28% |
$1.04K - $1.3K
|
1.81K
$346K
|
|
|
May 14, 2024
Q1 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-764- 46.42% |
$159K - $198K
|
882
$168K
|
|
|
May 14, 2024
Q1 2024
|
Eagle Health Investments LP
Greenwich, CT |
SELL
|
- |
-51.7K- 29.78% |
$10.8M - $13.4M
|
122K
$23.3M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
23New |
$4.79K - $5.96K
|
23
$4.39K
|
|
|
May 14, 2024
Q1 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
12.5KNew |
$2.59M - $3.23M
|
12.5K
$2.38M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-53- 4.25% |
$11K - $13.7K
|
1.2K
$228K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-94- 1.26% |
$19.6K - $24.4K
|
7.36K
$1.41M
|
|
|
May 14, 2024
Q1 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
22.9K+ 1387.55% |
$4.76M - $5.92M
|
24.5K
$4.68M
|
|
|
May 14, 2024
Q1 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
2.21KNew |
$459K - $572K
|
2.21K
$421K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.07K+ 1.93% |
$223K - $278K
|
56.7K
$10.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
985+ 28.31% |
$205K - $255K
|
4.46K
$853K
|
|
|
May 14, 2024
Q1 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
226+ 3.45% |
$47.1K - $58.6K
|
6.79K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
4.08K+ 12737.5% |
$849K - $1.06M
|
4.11K
$785K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
SELL
|
- |
-2.6K- 2.18% |
$541K - $674K
|
116K
$22.2M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
750New |
$156K - $194K
|
750
$143K
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-300- 24.37% |
$62.5K - $77.7K
|
931
$178K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-6- 0.52% |
$1.25K - $1.55K
|
1.14K
$217K
|
|